Insightly is a customer relationship management (CRM) software that helps businesses manage contacts, sales, projects, and tasks in one platform.

Categories: CRM

Type: insightly/v1

Connections

Version: 1

Basic Auth

Properties

Name	Label	Type	Description	Required
pod	Pod	STRING	`Your instances pod can be found under your API URL, e.g. https://api.{pod}.insightly.com/v3.1`	true
username	API Key	STRING		true

Actions

Create Contact

Name: createContact

Creates new contact.

Properties

Name	Label	Type	Description	Required
FIRST_NAME	First Name	STRING	`The first name of the contact.`	true
LAST_NAME	Last Name	STRING	`The last name of the contact.`	false
EMAIL_ADDRESS	Email Address	STRING	`Email address of the contact.`	false
PHONE	Phone	STRING	`Phone number of the contact.`	false
TITLE	Title	STRING	`The contact's title in company.`	false

Example JSON Structure

{
  "label" : "Create Contact",
  "name" : "createContact",
  "parameters" : {
    "FIRST_NAME" : "",
    "LAST_NAME" : "",
    "EMAIL_ADDRESS" : "",
    "PHONE" : "",
    "TITLE" : ""
  },
  "type" : "insightly/v1/createContact"
}

Output

Type: OBJECT

Properties

Name	Type	Description
CONTACT_ID	INTEGER	ID of the contact.
FIRST_NAME	STRING	First name of the contact.
LAST_NAME	STRING	Last name of the contact.
EMAIL_ADDRESS	STRING	Email address of the contact.
PHONE	STRING	Phone number of the contact.
TITLE	STRING	The contact's title in company.

Output Example

{
  "CONTACT_ID" : 1,
  "FIRST_NAME" : "",
  "LAST_NAME" : "",
  "EMAIL_ADDRESS" : "",
  "PHONE" : "",
  "TITLE" : ""
}

Create Organization

Name: createOrganization

Creates new organization.

Properties

Name	Label	Type	Description	Required
ORGANISATION_NAME	Organization Name	STRING	`The name of the organization.`	true
PHONE	Phone	STRING	`A contact phone number for the organization.`	false
WEBSITE	Website	STRING	`The organization's website.`	false

Example JSON Structure

{
  "label" : "Create Organization",
  "name" : "createOrganization",
  "parameters" : {
    "ORGANISATION_NAME" : "",
    "PHONE" : "",
    "WEBSITE" : ""
  },
  "type" : "insightly/v1/createOrganization"
}

Output

Type: OBJECT

Properties

Name	Type	Description
ORGANISATION_ID	INTEGER	ID of the organization.
ORGANISATION_NAME	STRING	The name of the organization.
PHONE	STRING	A contact phone number for the organization.
WEBSITE	STRING	The organization's website.

Output Example

{
  "ORGANISATION_ID" : 1,
  "ORGANISATION_NAME" : "",
  "PHONE" : "",
  "WEBSITE" : ""
}

Create Task

Name: createTask

Creates new task.

Properties

Name	Label	Type	Description	Required
TITLE	Title	STRING		true
STATUS	Status	STRING Options Not Started, In Progress, Completed, Deferred, Waiting	`Task status`	false

Example JSON Structure

{
  "label" : "Create Task",
  "name" : "createTask",
  "parameters" : {
    "TITLE" : "",
    "STATUS" : ""
  },
  "type" : "insightly/v1/createTask"
}

Output

Type: OBJECT

Properties

Name	Type	Description
TASK_ID	INTEGER	ID of the task.
TITLE	STRING	Title of the task.
STATUS	STRING	Task status.

Output Example

{
  "TASK_ID" : 1,
  "TITLE" : "",
  "STATUS" : ""
}

Additional instructions

CONNECTION

API key location

Insightly

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